Howard Wealth Management, LLC Invesco Indx Tr Transaction History
Howard Wealth Management, LLC
- $184 Million
- Q4 2024
A detailed history of Howard Wealth Management, LLC transactions in Invesco Indx Tr stock. As of the latest transaction made, Howard Wealth Management, LLC holds 98,636 shares of BSJR stock, worth $2.23 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
98,636
Previous 80,109
23.13%
Holding current value
$2.23 Million
Previous $1.82 Million
21.56%
% of portfolio
1.2%
Previous 1.06%
Shares
2 transactions
Others Institutions Holding BSJR
# of Institutions
121Shares Held
9.81MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY913KShares$20.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA837KShares$18.9 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL722KShares$16.3 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC681KShares$15.4 Million0.01% of portfolio
-
Captrust Financial Advisors Raleigh, NC455KShares$10.3 Million0.03% of portfolio